Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Shawn M Wilson, CFP®|CEPA®
1616 Evans Rd, Cary, NC
27513, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Shawn M Wilson, CFP®|CEPA®
Where is Edward Jones - Financial Advisor: Shawn M Wilson located?
The office is located at 1616 Evans Rd, Suite 201, Cary, NC 27513, United States.
What are the business hours for Edward Jones - Financial Advisor: Shawn M Wilson?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Shawn M Wilson at Edward Jones?
You can contact Shawn M Wilson by phone at +1 919-467-3740 or by email at shawn.wilson@edwardjones.com.
What financial services does Edward Jones - Shawn M Wilson offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
Is there an online reservation or contact form available to schedule a consultation?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/shawn-wilson/contact/.
Does Edward Jones - Shawn M Wilson provide any tools to help with retirement planning?
Yes, they offer a retirement savings calculator that you can try online to see if you are retirement ready.
What languages does Edward Jones - Shawn M Wilson support?
They provide services in English.
What nearby wellness and health services can I find close to Edward Jones in Cary?
Nearby wellness services include Dragonfly Wellness LLC (acupuncture and holistic health), Gifted Medspa (medical spa and laser hair removal), Powerful Wellness (massage therapy), and Cary Psychiatry (mental health counseling). These can be convenient if you're visiting for financial advice and want to combine wellness visits.
Are there any nearby counseling and mental health services near Edward Jones - Shawn M Wilson?
Yes, close by are Reviving Your Drive Sexual Wellness Counseling, Foundations for Change, Masterminds-Coaching, and Cary Psychiatry, offering various counseling and psychotherapy options.
What other Edward Jones financial advisors are located near Shawn M Wilson's office in Cary?
Nearby Edward Jones financial advisors include Edward Jones - Financial Advisor: Brad F McRae II, AAMS®, providing similar financial services in the local area.